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Cherry Tree Wealth Management’s Apple AAPL Stock Holding History

Cherry Tree Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.32M Sell
13,096
-187
-1% -$48.7K 0.7% 41
2025
Q4 		$3.61M Buy
13,283
+247
+2% +$66.3K 0.76% 39
2025
Q3 		$3.32M Sell
13,036
-408
-3% -$92.2K 0.73% 41
2025
Q2 		$2.76M Sell
13,444
-332
-2% -$67K 0.64% 43
2025
Q1 		$3.06M Sell
13,776
-463
-3% -$107K 0.74% 36
2024
Q4 		$3.57M Buy
14,239
+255
+2% +$60.1K 0.88% 34
2024
Q3 		$3.26M Buy
13,984
+2
+0% +$447 0.77% 38
2024
Q2 		$2.94M Sell
13,982
-693
-5% -$129K 0.74% 37
2024
Q1 		$2.52M Sell
14,675
-279
-2% -$50.7K 0.63% 40
2023
Q4 		$2.88M Sell
14,954
-74
-0.5% -$13.7K 0.77% 33
2023
Q3 		$2.57M Sell
15,028
-318
-2% -$58.3K 0.75% 31
2023
Q2 		$2.98M Buy
+15,346
New +$2.67M 0.87% 27

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cherry Tree Wealth Management's AAPL Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Apple (AAPL) stake by 1.4% in Q1 2026, selling an estimated $48.7K and leaving 13,096 shares worth $3.32M. The position accounts for 0.7% of the portfolio, ranked #41.

Cherry Tree Wealth Management first reported a position in AAPL in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.61M in Q4 2025. 6,116 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Cherry Tree Wealth Management held 13,096 shares of Apple worth $3.32M as of Q1 2026.
  • Cherry Tree Wealth Management sold 187 Apple shares in Q1 2026, an estimated $48.7K.
  • Apple made up 0.7% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Cherry Tree Wealth Management first reported a position in Apple in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Apple position peaked at $3.61M in Q4 2025.
  • 6,116 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.